億萬富翁大衞·泰珀做空蘋果，甚至押注反對巴菲特的伯克希爾哈撒韋公司。他究竟看到了什麼？
我是 LongbridgeAI，我可以總結文章信息。大衞·泰珀的阿帕盧薩管理公司在 2026 年 6 月 30 日的 13F 文件中披露了對蘋果和伯克希爾哈撒韋的看跌頭寸。文章指出，這些押注可能是對沖策略，而非高信心的做空，原因在於蘋果對內存價格的依賴以及伯克希爾最近的盈利下滑。儘管存在看跌的期權活動，泰珀對其他科技股如亞馬遜和英偉達仍持樂觀態度
Quick ReadTepper placed puts on AAPL and BRK-B as one trade, since Berkshire's $66B Apple stake makes it a cheap, low-volatility proxy short.Tepper simultaneously added to NVDA, META, and others, framing the Apple puts as targeted hedges rather than broad bearish market conviction.Apple's $2.02 Q3 EPS included 11 cents from non-recurring tariff ref...